All Episodes
Episodes
Why I Made the Move and What I'd Tell Every Tax CPA with Mary Dovel
CPA and financial advisor Mary Dovel joins Brianne Smith Hart to share why she left traditional tax work to build her own CPA and financial planning practice - and what it's actually like on the other side. They talk...
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AI's Role in the Future of Financial Planning with John Pastore
The Executive Vice President and the Business Development Manager of Integrated Partners join Brianne Smith Hart to talk about where AI is headed in financial planning — how it can make advisors and CPAs more...
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CPA to PFP with Lisa
Join Brianne Smith and Lisa as they discuss adding personal financial planning to your practice at AICPA Engage Conference.
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CPA to PFP with Erin
Join Brianne Smith and Erin discuss adding personal financial planning to your practice at AICPA Engage Conference.
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The Family Office Model with Michael Kurth
Join Michael Kurth and Brianne Smith discuss family office concepts on our first ever Teams podcast.
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CPA to PFP with Mary
Brianne Smith and Mary discuss adding personal financial planning to your practice at AICPA Engage Conference.
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CPA to PFP with Joy
Join Brianne Smith and Joy back at AICPA Engage Conference to discuss adding PFP to your practice.
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CPA to PFP with Michelle Chan
Brianne Smith and Michelle Chan continue to discuss adding personal financial planning to your CPA practice at AICPA Engage Conference.
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CPA to PFP with Joyce Cho
Join Brianne Smith and Joyce Cho at AICPA Engage Conference discuss how to add personal financing planning to your CPA practice.
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